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Compare LPGD vs. ISO
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Loftus Peak Global Disruption Active ETF (LPGD) and the iShares S&P/ASX Small Ordinaries ETF (ISO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LPGD | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 9 |
Median incremental investment | $996.75 | $771.86 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,085.60 | $2,350.04 |
Average age group | > 35 | > 35 |
Key Summary
LPGD | ISO | |
|---|---|---|
Strategy | LPGD.AX was created on 2016-11-15 by Loftus Peak. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to deliver a return over the Benchmark (see below) over the medium to long term by bringing a disciplined investment process to listed global companies impacted by disruption. | ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 124.16m in AUM and 198 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | NVIDIA Corp (9.82 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (6.96 %) Contemporary Amperex Technology Co Ltd Ordinary Shares - Class H (5.94 %) | LIONTOWN LTD (1.83 %) PALADIN ENERGY LTD (1.76 %) CODAN LTD (1.67 %) |
Top 3 industries | Information Technology (51.05 %) Communication Services (32.77 %) Consumer Discretionary (9.36 %) | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) |
Top 3 countries | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) | |
Management fee | 0.12 % | 0.55 % |
Key Summary
LPGD | ISO | |
|---|---|---|
Issuer | Loftus Peak | iShares |
Tracking index | S&P/ASX Small Ordinaries index | |
Asset class | ETF | ETF |
Management fee | 0.12 % | 0.55 % |
Price | $6.24 | $5.30 |
Size | N/A | $131.212 million |
10Y return | N/A | 25.59 % |
Annual distribution yield (5Y) | 6.25 % | 4.44 % |
Market | ASX | ASX |
First listed date | 08/11/2020 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LPGD | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 9 |
Median incremental investment | $996.75 | $771.86 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,085.60 | $2,350.04 |
Average age group | > 35 | > 35 |
Pros and Cons
LPGD | ISO | |
|---|---|---|
Pros |
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Cons |
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LPGD | ISO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |